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BGRN icon

Impact Investors’s iShares USD Green Bond ETF BGRN Stock Holding History

Impact Investors’s Portfolio BGRN Stock Details BGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.05M Buy
169,667
+16,888
+11% +$809K 5.59% 5
2025
Q4 		$7.32M Sell
152,779
-4,320
-3% -$208K 5.08% 5
2025
Q3 		$7.56M Buy
+157,099
New +$7.5M 4.98% 5

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Impact Investors's BGRN Position: Q1 2026 in Review

Impact Investors increased its iShares USD Green Bond ETF (BGRN) stake by 11% in Q1 2026, buying an estimated $809K and bringing the position to 169,667 shares worth $8.05M. The position accounts for 5.59% of the portfolio, ranked #5.

Impact Investors first reported a position in BGRN in Q3 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Impact Investors held 169,667 shares of iShares USD Green Bond ETF worth $8.05M as of Q1 2026.
  • Impact Investors bought 16,888 iShares USD Green Bond ETF shares in Q1 2026, an estimated $809K.
  • iShares USD Green Bond ETF made up 5.59% of Impact Investors's portfolio in Q1 2026, its #5 holding.
  • Impact Investors first reported a position in iShares USD Green Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Impact Investors's 13F filing for Q1 2026, filed 29 Apr 2026.